Franklin Resources (BEN)
Franklin Resources is a global investment manager that helps individuals and institutions grow their wealth through a wide range of funds and financial products.
Is Franklin Resources a good stock for a UK beginner?
The honest version: There's no rating here and nothing for sale. In its favour: Established brand with a long history in global finance. Worth weighing: High sensitivity to stock market ups and downs.
Is this normal for this company?
Each figure against the range this same company has produced recently. Neither end of a range is the good end.
Share price divided by the earnings actually reported over the four most recent quarters. The range is the same calculation at each of this company's last few results, so roughly the past year.
Profit as a share of sales, from the company's own quarterly statements. The range covers the 5 quarters we hold, and the figure shown is its most recent one.
How these ranges are built
Every number here is the company's own reported figure, not a comparison with other companies. The ranges come from this company's own results and its share price. Where it reports in a different currency from the one its shares trade in, the price-to-earnings range is left out rather than mixing the two.
What does Franklin Resources do?
Franklin Resources, often known as Franklin Templeton, makes its money by charging fees to manage money for clients across the globe. They offer everything from traditional stock and bond funds to newer, alternative investments. How well it draws in new money from investors is central, because its income depends heavily on the total amount of assets it manages.
On our factor screen it looks strongest on value and growth, and weakest on quality.
- ✓Pays a dividend - about 3.9% a year
- ✓Growing - revenue up about 14% over the year
- ✓Low debt - a sturdier balance sheet
- Value screens high
- Growth screens high
- Momentum screens high
- —
Does Franklin Resources pay a dividend?
Yes - Franklin Resources currently pays a dividend of about 3.9% a year, which is £39 a year for every £1,000 invested (the yearly payout as a share of the price). A dividend is a slice of profit handed to shareholders; the yield moves as the price moves, and a company can cut or stop it. An ISA doesn't shelter the US tax on this one →
What do the numbers say about Franklin Resources's dividend?
There's no rating here, and we don't judge whether the dividend will continue - that would be advice. Here are the figures income investors usually look at, and what each one means, so you can weigh it up yourself.
Figures are from the latest available data and can be distorted by one-off results. Past payments don't predict future ones, and a dividend can be cut at any time. This lays out the numbers to help you understand them - it is not a view on what will happen.
Most recent ex-dividend date: 29 Jun 2026. To receive a dividend you must already own the shares before the ex-dividend date; become a holder on or after it and the previous owner keeps that payment. Why the price usually falls that morning →
What do Franklin Resources's numbers mean?
How has it performed?
Growth of £1,000, the worst fall, and year by year
Over about 2 years to 2026-09-11. This is the share price only - reinvesting the dividends would add to it. And it's the USD return - as a UK investor your actual £ return also moves with the exchange rate. Past performance is not a guide to the future, and it could just as easily have fallen.
How much has Franklin Resources actually fallen?
Over the last 2 years of daily prices, Franklin Resources fell as much as −27% from a high to a later low. Falls like this are normal when you own a share.
Past falls are not a forecast - it can fall further, or recover.
How has it done year by year?
Calendar-year total return - the share price with dividends reinvested - from adjusted closing prices. The current year is only part-complete. Past returns are not a guide to the future.
A closer look at the numbers
Ownership, earnings history, where the money goes, and the outlook range
Does the share price tell you if it's cheap or expensive?
Based on beta - how much the price swings versus the whole market. Bumpier isn't bad; it just means a rougher ride, which matters more the sooner you might need the money.
Prices move on results, news and the mood of the whole market - no single headline explains a day, and a quiet week is usually just noise, not a signal.
How much money does Franklin Resources make?
Revenue and profit by quarter, and how much of each sale turns into profit.
Where does each £100 of Franklin Resources's sales go?
A rough split of the latest full-year figures: of every £100 of sales, about £62 covers making the product or service, £29 goes on running costs, tax and interest, and about £9 is left as profit. Margins vary a lot by industry, and one-off items can distort a single year.
When does Franklin Resources report earnings, and how did recent quarters go?
Franklin Resources is next scheduled to report on about 2026-11-06 - dates can move, and we don't predict results; this just tells you when to look.
‘Beat’ and ‘missed’ are against what analysts expected, not whether the business is doing well.
| Reported | Expected EPS: The earnings per share analysts expected for the quarter - the average of their forecasts. 'Beating' or 'missing' is measured against this number. | Actual EPS | vs expected |
|---|---|---|---|
| 2026-07-31 | $0.66 | $0.72 | Beat +8% |
| 2026-04-28 | $0.55 | $0.71 | Beat +29% |
| 2026-01-30 | $0.55 | $0.70 | Beat +28% |
| 2025-11-07 | $0.59 | $0.67 | Beat +14% |
| 2025-08-01 | $0.50 | $0.49 | Missed -2% |
| 2025-05-02 | $0.47 | $0.47 | In line |
Across the last 6 quarters here, Franklin Resources came in ahead of what analysts expected 4 times. One quarter is noise, not a trend.
See who else reports over the next two weeks →
Where these figures come from
Each quarter a company reports its results against a consensus of analyst forecasts. The figures here are reported versus expected earnings per share from published results; the expectation is that analyst consensus, not our view. Report dates are estimates and can move.
What are the scenarios for Franklin Resources?
An illustrative range for the year ahead — not a prediction or a price target.
What are the pros, cons and common questions?
The case each way, and the questions people ask
Strong long-term market growth and successful expansion into new regions.
Structural shift away from traditional active management.
What are the pros and cons of Franklin Resources?
A balance check, not a score or verdict.
- Established brand with a long history in global finance
- Attractive dividend yield: The yearly dividend as a percentage of the share price - roughly the income you'd earn from dividends alone. for income-focused portfolios
- Strong recent growth in earnings
- High sensitivity to stock market ups and downs
- Lower net profit margins compared to some peers
- Relatively high share price volatility
- Clients moving money to cheaper, automated index funds
- Regulatory changes impacting fee structures
- Market downturns reducing the total value of managed assets
The write-up's own warning lights — if these start happening, the case above changes.
- A sustained period of net outflows where clients withdraw more than they invest
- A significant, permanent reduction in industry-wide management fee percentages
Common questions about Franklin Resources
Does Franklin Resources pay a dividend?
Yes - Franklin Resources currently pays a dividend of about 3.9% a year. Dividends are a share of profit paid to holders; the yield moves with the price and payouts can be cut.
When does Franklin Resources report earnings next?
Franklin Resources is next scheduled to report results on about 2026-11-06. Report dates are estimates and can move; this is a diary note for when to look, not a forecast of the outcome.
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This plain-English summary was auto-generated on 2026-08-02 from public data and checked for an education-only, no-advice tone (the figures above carry their own, usually fresher, 'as of' date). It's information, never a recommendation.